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IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

VZ holding history

Verizon Communications Inc in every 13F filed by IMA Wealth, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VZ overviewAll 13F holders of VZFull Q2 2026 holdings

Shares (Q2 2026)
4,304
Value
$182.2K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of VZ by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,304$182.2K<0.1%+3,771+707.5%AddedHolders
Q1 2026533$26.8K<0.1%−185−25.8%ReducedHolders
Q4 2025718$29.2K<0.1%+162+29.1%AddedHolders
Q3 2025556$24.4K<0.1%+3+0.5%AddedHolders
Q2 2025553$23.9K<0.1%+27+5.1%AddedHolders
Q1 2025526$23.9K<0.1%+526NewHolders
Q4 20240$00.0%−526−100.0%Sold outHolders
Q3 2024526$23.6K<0.1%+526NewHolders
Q4 20230$00.0%−166−100.0%Sold outHolders
Q3 2023166$5.38K<0.1%00.0%UnchangedHolders
Q2 2023166$6.17K<0.1%00.0%UnchangedHolders
Q1 2023166$6.46K<0.1%−3,876−95.9%ReducedHolders
Q4 20224,042$159.3K<0.1%00.0%UnchangedHolders
Q3 20224,042$153.0K<0.1%00.0%UnchangedHolders
Q2 20224,042$205.0K0.1%00.0%UnchangedHolders
Q1 20224,042$206.0K<0.1%00.0%UnchangedHolders
Q4 20214,042$210.0K<0.1%00.0%UnchangedHolders
Q3 20214,042$218.0K0.1%00.0%UnchangedHolders
Q2 20214,042$226.0K0.1%00.0%UnchangedHolders
Q1 20214,042$235.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.